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Disappointment Is Just Getting Started; Sell Call On Super Micro Computer
Seeking Alpha· 2025-05-01 22:50
Don’t just invest—dominate with Tech Contrarians' realized return on closed positions of 65.8% since inception. You’ll get exclusive insights into high-focus stocks, curated watchlists, one-on-one portfolio consultations, and everything from live portfolio tracking to earnings updates on 50+ companies. Subscribe today for 20% off.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 ho ...
Super Micro Computer: Mounting Fundamental Risks Despite Durable AI Spending Trends
Seeking Alpha· 2025-05-01 21:08
I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.Analyst’s Disclosure: I/we have a beneficial long position in the shares of NVDA, TSM, GOOG, AMZN either through stock ownership, options, or other derivatives. I wrote ...
Super Micro Computer: Why You Should Buy Before The Full Q3 Earnings Release
Seeking Alpha· 2025-05-01 18:45
Providing alpha-generating investment ideas. I am an independent investor managing my family's portfolio, primarily via a Self Managed Super Fund. You can expect my articles to deliver a clearly structured, evidence-based thesis. But first and foremost, I encourage readers to judge me on my performance.I have a generalist approach as I explore, analyze and invest in any sector so long there is perceived alpha potential vs the S&P500. The typical holding period ranges between a few quarters to multiple years ...
Here's Why I'm Staying Away from Super Micro Stock
The Motley Fool· 2025-05-01 17:40
Artificial intelligence (AI) server manufacturer Super Micro Computer (SMCI -11.53%) regained compliance with the Nasdaq exchange earlier this year by filing its outstanding quarterly and annual financial reports. The company delayed filing its annual 10-K report last year due to issues with internal controls. This type of delay is never good news for investors, but Supermicro was able to remove a big cloud hanging over the stock.Unfortunately, the company now has a new problem. Supermicro reported prelimin ...
Why Supermicro Stock Is Crashing, and Is It a Buying Opportunity?
The Motley Fool· 2025-05-01 17:15
文章核心观点 未提及与公司和行业相关的核心观点内容 分组总结 未提及与公司和行业相关的可分组总结内容
Super Micro Faces Cautious Analyst View Amid Shifting Customer Demand And Declining Margins
Benzinga· 2025-05-01 02:43
Super Micro Computer SMCI stock declined Wednesday after the company lowered its preliminary guidance on Tuesday.Wall Street analysts slashed their price targets on the stock. JP Morgan analyst Samik Chatterjee maintained a Neutral rating on the stock on Tuesday.Also Read: Supermicro Taps Intel Chips To Power Real-Time AI At The Edge, Eyes Growth In IoT And HealthcareThe company now expects to report third-quarter revenue of $4.5 billion to $4.6 billion, down from prior guidance of $5 billion to $6 billion. ...
Why Is Super Micro Computer Stock Crashing Today?
The Motley Fool· 2025-05-01 00:41
In this video, I will talk about the recent updates regarding Super Micro Computer (SMCI -15.44%). Watch the short video to learn more, consider subscribing, and click the special offer link below.*Stock prices used were from the trading day of April 29, 2025. The video was published on April 29, 2025. ...
Super Micro slashes Q3 revenue and profit forecasts, shares fall
Proactiveinvestors NA· 2025-05-01 00:23
About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...
Super Micro: This Is The Selloff That I've Been Waiting For
Seeking Alpha· 2025-04-30 23:30
JR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. He has also demonstrated outperformance with his picks. He focuses on identifying growth investing opportunities that present the most attracti ...
Super Micro Computer Stock Sinks on Slashed Q3 Outlook
Schaeffers Investment Research· 2025-04-30 22:59
Super Micro Computer Inc (NASDAQ:SMCI) stock is 16.4% lower to trade at $30.11 at last check, after the company lowered fiscal third-quarter profit and revenue guidance well below analysts' expectations. The software concern noted customers postponed orders for its servers and computing products, delaying up to $1.4 billion in sales. In response, thee firms slashed their price objectives, including J.P. Morgan Securities to $36 from $39. More downward price revisions could be in store, too, as SMCI's 12-mon ...